Plan Snapshot
- Plan Sponsor: Thr Property Management, LP/ Dba Invitation Homes
- Sponsor EIN: 900874152
- Sponsor Address: 5420 LBJ FREEWAY, SUITE 600, DALLAS, TX, 75240
- Plan Type: 401(k)
- Total Participants: 1,811
- Total Assets: $66.4M
Key Plan Design Features
- Auto-Enrollment: Yes
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: No
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|---|---|---|---|
| 2024 | 1,811 | $66.4M | $3.3M | $6.7M |
| 2023 | 1,378 | $52.4M | $2.9M | $5.3M |
| 2022 | 1,330 | $41.1M | $2.4M | $4.8M |
Service Providers (Schedule C)
Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).
| Provider Name | Role | Direct Compensation | Indirect Compensation | Total Fees |
|---|---|---|---|---|
| MMA SECURITIES | ADVISOR | $75,116 | — | $75,116 |
| STRATEGIC ADVISORS, INC. | ADVISOR | $7,549 | — | $7,549 |
| BAKER TILLY US, LLP | Auditor | — | — | $0 |
Verified Provider Profiles
Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:
- MMA SECURITIES — ADVISOR
- STRATEGIC ADVISORS, INC. — ADVISOR
- BAKER TILLY US, LLP — Auditor
Plan Fees & Expenses
Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.
- Total Service Provider Fees: $82,665
- Estimated Expense Ratio: 0.125% of plan assets
Historical Administrative Expenses
Breakdown of administrative expense categories reported on Form 5500 filings.
| Year | Total Admin Expenses | Investment Mgmt Fees | Contract Admin Fees | IQPA Audit Fees | Professional Fees |
|---|---|---|---|---|---|
| 2024 | $82,583 | $82,665 | — | — | — |
| 2023 | $70,319 | $49,701 | $600 | — | — |
| 2022 | $80,742 | — | — | — | — |